+45.3%
XOP vs JBLU
-12.5%
+57.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +11.9% | -18.3% | -4.0% |
| 7D | -10.5% | +24.9% | -35.4% | -6.1% |
| 30D | -4.3% | -12.3% | +8.0% | -5.5% |
| 3M | +4.7% | -44.5% | +49.1% | -4.6% |
| 6M | -0.1% | -25.7% | +25.6% | -3.1% |
| YTD | +43.8% | -21.8% | +65.6% | +41.5% |
| 1Y | +45.3% | -12.7% | +58.0% | +41.3% |
| All | +45.3% | -12.5% | +57.8% | +41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded JBLU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling